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Workflows / Use Cases

查看公司基本面

從月營收、損益表、資產負債表與估值資料建立可驗證的台股基本面研究流程。

這篇適合誰

這篇適合要建立台股基本面 API workflow 的開發者、研究員與 AI agent 整合者。

若你希望從台股資料 API 快速建立可重跑、可驗證的研究流程，可先從本頁開始。

基本面研究會用到哪些資料

常見的基本面資料包含月營收、損益表、資產負債表、現金流量表與估值資料。建議用統一的 ticker、日期與資料來源規則，避免 cross-dataset 對齊錯誤。

資料集介紹：/datasets/monthly-revenue、/datasets/income-statement、/datasets/balance-sheet、/datasets
API 文件：/docs/api/financial-growth/monthly-revenue、/docs/api/financial-growth/income-statement、/docs/api/financial-growth/balance-sheet、/docs/api/financial-growth/valuation-data

Prerequisites

開始前請先準備：

Python 3.9+
requests
X-API-Key
symbol（例如 2330）

Authentication

所有 request 都要帶 X-API-Key。下面示例會用同一個 helper 函式讀取不同 dataset。

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {
    "X-API-Key": "your_api_key_here",
}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

查詢公司基本資料

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {"X-API-Key": "your_api_key_here"}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

profile = get_dataset(
    "/v2/datasets/issuer-profile",
    {"symbol": "2330"},
)

print(profile)

查詢月營收

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {"X-API-Key": "your_api_key_here"}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

monthly_revenue = get_dataset(
    "/v2/datasets/monthly-revenue",
    {
        "symbol": "2330",
        "limit": 12,
    },
)

print(monthly_revenue)

查詢損益表

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {"X-API-Key": "your_api_key_here"}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

income_statement = get_dataset(
    "/v2/datasets/income-statement",
    {"symbol": "2330", "limit": 4},
)

print(income_statement)

查詢資產負債表

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {"X-API-Key": "your_api_key_here"}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

balance_sheet = get_dataset(
    "/v2/datasets/balance-sheet",
    {"symbol": "2330", "limit": 4},
)

print(balance_sheet)

查詢現金流量表

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {"X-API-Key": "your_api_key_here"}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

cash_flow = get_dataset(
    "/v2/datasets/cash-flow-statement",
    {"symbol": "2330", "limit": 4},
)

print(cash_flow)

查詢估值資料

import requests

BASE_URL = "https://api.twmarketdata.com"
HEADERS = {"X-API-Key": "your_api_key_here"}

def get_dataset(path, params):
    response = requests.get(
        f"{BASE_URL}{path}",
        headers=HEADERS,
        params=params,
    )
    response.raise_for_status()
    return response.json()

valuation_data = get_dataset(
    "/v2/datasets/valuation-data",
    {"symbol": "2330", "limit": 4},
)

print(valuation_data)

組合成基本面摘要

實務上建議先看月營收變化，再看損益表與資產負債表，最後用估值資料補上價格與基本面的相對關係。

company_name = (profile.get("rows") or [{}])[0].get("company_name")
latest_revenue_yoy = (monthly_revenue.get("rows") or [{}])[0].get("yoy_growth_pct")
latest_eps = (income_statement.get("rows") or [{}])[0].get("eps")
latest_per = (valuation_data.get("rows") or [{}])[0].get("per")
latest_pbr = (valuation_data.get("rows") or [{}])[0].get("pbr")

summary = {
    "company_name": company_name,
    "latest_revenue_yoy": latest_revenue_yoy,
    "latest_eps": latest_eps,
    "latest_per": latest_per,
    "latest_pbr": latest_pbr,
}

print(summary)

資料缺口與 freshness 注意事項

不同資料集的更新節奏與揭露時點不同。使用前請先確認各 API 回傳的時間欄位、資料範圍與 data_gaps 欄位。

TW Market Data 會保留來源角色與資料缺口資訊，請不要假設任一資料集在所有日期與所有標的都完整覆蓋。

Next Steps

完成基本面摘要後，可延伸到：